1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2ASCENT CAPITAL

Map pinBEND, OR
Phone541-382-4847
NotebookSEC #801-63211
Total AUM
$445.6M
Employees
6
Clients
377

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
395 SW BLUFF DRIVE
STE 200
BEND
OR 97702
United States
Operating Hours
8:00AM-4:00PM
Monday - Friday
Phone
541-382-4847

ReceiptFinancials

Total AUM
$445.6M
Accounts
1,205
Discretionary
$424.8M
Accounts
1,197
Non-Discretionary
$20.8M
Accounts
8

ContactClients

View more in analytics →

Individual Clients
337
AUM
$262.9M
HNW Individual Clients
14
AUM
$136.1M
Pension/Profit Sharing Plan Clients
25
AUM
$28.8M
Charitable Organization Clients
1
AUM
$17.9M

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAHILAMTORTXWA

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account